Workflow
数据合规业务
icon
Search documents
【私募调研记录】深圳领峰资产调研四维图新
Zheng Quan Zhi Xing· 2025-06-25 00:10
Group 1: Company Insights - Shenzhen Lingfeng Asset recently conducted research on the listed company Siwei Tuxin, highlighting the trend of intelligent driving equality becoming a key industry focus [1] - The company noted that mid-to-high-level assisted driving functions are gradually being integrated into lower-end models, establishing intelligent driving as a leading business segment [1] - Siwei Tuxin's data compliance business shows a clear growth trend, with AI-enhanced data loops aiding automakers in rapid algorithm iteration and optimization [1] Group 2: Product Development and Market Trends - The world model is being utilized for behavior prediction and trajectory generation, with productization aimed at OEMs and Tier 1 suppliers [1] - The company emphasized the need for intelligent driving orders to achieve certain sales volumes to realize economies of scale, alongside internal cost control and operational efficiency improvements positively impacting profitability [1] - The implementation of new national standards for two-wheeled vehicles is expected to create new market demands for Jiefa Technology's SoC cockpit products, aligning with leading automakers' overseas expansion needs [1] Group 3: Financial Projections and Growth - Jiefa Technology anticipates a revenue growth of over 12% in 2024, with an additional 3 million sets of basic driving point products and 600,000 sets of cockpit products expected to be secured by Q1 2025 [1] - The company is confident in achieving significant loss reduction by 2025, supported by the successful launch of its fifth-generation SoC product, the AC8025AE [1] - Jiefa Technology's automotive-grade MCU chip AC7870 has been successfully launched, meeting ISO 26262 ASIL-D functional safety standards, applicable across various scenarios [1]
四维图新2024年度网上业绩说明会问答实录
Quan Jing Wang· 2025-05-16 02:23
2025年05月15日,四维图新2024年度网上业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有 董事、总经理程鹏、独立董事王啸、董事会秘书孟庆昕、财务总监姜晓明。 根据全景数据后台统计,在今天的交流过程中,来自全国多个省、市地区的投资者共向上市公司提问 137个,公司嘉宾共回答问题135个,答复率98.54%,充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录: 1、问:程总,请问四维和特斯拉在数据领域的合作具体指的是哪一块? 回答:公司暂未回复。 2、问:姜总,请问亦庄或者其他第三方公司是否有控股四维的计划?如果有这样的机会,请问公司高 管是否愿意? 回答:公司暂未回复。 3、问:孟总,四维智联24年亏损超过10亿,请问25年该情况是否能好转,四维是否也能从四维智联的 业绩好转中减亏甚至扭亏?【征集问题】 回答:确实,去年的亏损当中有智联的影响,今年公司将力争大幅扭亏。 4、问:孟总,四维的低空平台是否已经落地,有具体的订单吗【征集问题】 回答:您好,公司参股公司六分科技已形成完整的低空经济解决方案,包括高精度定位服务、低空飞行 牌照、低空安 全 监 管平台等内容,目前已在多个城市开始 ...